CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #52,297 out of 794,370 TipRanks' Investors
Success Rate
71%
55 out of 78
profitable transactions
Average Return
19.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.27%
6-Month Return▲ 0.07%
12-Month Return▲ 10.85%
YTD Return▼ 4.38%
Total Return▲ 59.07%

Best Trade

Opened at
Closed at
Gain▲ 123.54%

Bio

Medium to long term value investing

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▼ 0.25%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.57%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.00%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.95%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 0.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.65%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 1.43%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▼ 0.25%
▲ 10.00%▼ 0.89%▼ 0.57%
▲ 26.01%▲ 5.96%▲ 10.00%
▲ 5.33%▼ 2.41%▼ 6.95%
▲ 5.87%▲ 2.69%▲ 0.20%
▼ 12.86%▼ 1.27%▼ 0.27%
▼ 1.80%▼ 5.57%▼ 5.65%
▲ 0.58%▲ 0.28%▲ 1.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Heartland Financial USA
▲ 42.69%
2
Close
Jan 31, 2025
UMB Financial
2.45%
▼ 13.17%
1
Open
Jan 31, 2025
Macatawa Bank
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.43%
▲ 15.23%
1
Open
Aug 02, 2024
Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.65%
▲ 22.17%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 99.69%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
1.35%
▼ 32.02%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.69%
▲ 35.01%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.39%
▼ 25.56%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 41.53%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 39.90%
2
Sell
Mar 26, 2023
Sabine Royalty
2.35%
▲ 15.70%
1
Open
Mar 26, 2023
Essential Properties Realty
3.15%
▲ 48.13%
1
Open
Mar 13, 2023
Affiliated Managers
2.38%
▲ 9.12%
1
Open
Mar 06, 2023
Public Storage
2.05%
▲ 6.46%
1
Open
Mar 06, 2023
Terreno Realty
2.35%
▲ 6.93%
1
Open
Mar 06, 2023
MGIC Investment
4.23%
▲ 91.20%
1
Open
Feb 13, 2023